Key takeaways
- Partly. The Clear Books mobile app can create an expense from a photo, but OCR data extraction comes from Auto Bills, which is an add-on on the company plans (Small/Medium/Large).
- With Vergo, employees send receipts by text or from their phone, and each one is coded to your account code, VAT rate and project.
Where should you go next?
- Clear Books AP and expense features: what's included and what to add
- Vergo's Clear Books integration
- Get started with Vergo
What Clear Books includes for receipts
Partly. The Clear Books mobile app can create an expense from a photo, but OCR data extraction comes from Auto Bills, which is an add-on on the company plans (Small/Medium/Large).
What teams add alongside it
- AP invoice capture / OCR (vendor add-on on company plans)
- Employee expense management for Small/Medium plans
- Corporate card program with receipt matching
Where Vergo fits with Clear Books
With Vergo, employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the account code, VAT rate and project — not just the vendor name on the header, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Each receipt is matched to its card line and the coded entry posts into Clear Books.
Vergo integrates with Clear Books and posts coded card spend into it; for Clear Books, the live integration covers expense management.
Frequently Asked Questions
Does it depend on the Clear Books edition or add-ons?
The Clear Books mobile app can create an expense from a photo, but OCR data extraction comes from Auto Bills, which is an add-on on the company plans (Small/Medium/Large).
How do employees send receipts to Vergo?
By text or from their phone. Vergo matches each receipt to its card transaction and chases the ones still missing.
Does Vergo code receipts to our Clear Books structure?
Yes. Vergo reads the receipt itself, line by line, and predicts the coding from what was actually bought — the account code, VAT rate and project — not just the vendor name on the header.
Do we need new cards?
No. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.



